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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,272 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesWilen B. WollerauFONDSNET Holding GmbH Schweiz
FONDSNET Holding GmbH Schweiz Logo
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FONDSNET Holding GmbH Schweiz

Summary

About the company

FONDSNET Holding GmbH Schweiz is a financial services provider for independent financial and insurance intermediaries. The company offers services in investment, insurance, financing, real estate, asset management, liability umbrella structures and IT platforms.

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Offering

Products & services

Industry:Financial ServicesFunds & Investment CompaniesHolding Companies
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Broker Pool for Financial Advisors
Broker pool for financial advisors with services for investments, insurance, financing and real estate, plus modular building blocks for tailored solutions.
IT Solutions for Advisor Portals
IT solutions for efficient workflows, expert support in selecting products and partners, plus an advisor portal with functions and services for client servicing and portfolio administration.
Institutional Fund Services
Specialised services for banks, insurers and other institutional market participants in the professional administration of investment fund holdings.
Liability Umbrella
Liability umbrella for advisers who want to distribute more than investment funds under § 34f GewO, with a framework for tied-agent models and other business setups.
Discretionary Asset Management
Discretionary asset management with standardised and tailored models for advisers and their clients, supported by IT-based processes and aligned solutions.
Private Label Funds
Private label funds for advisers, embedded in the liability umbrella and asset management offering, as a dedicated fund structure for specific business models.
Strategy Consulting
Strategy consulting for changing market conditions, to revise, adapt or expand a client’s service portfolio and open new business areas.
Network Partners
Access to a network of selected partners to expand a client’s service offering in a targeted and efficient way and develop new business areas.
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Location

Höh-Rohnenweg 31
8832 Wilen B. Wollerau

At a glance

Legal form
Limited Liability Company
UID
CHE-360.074.044
Founded
2026 · 0 years
Last commercial register change
April 28, 2026
Employees
11 to 20

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